Latest Q4 earnings wasnt bad, AWS growth, revenue beat, all are positive signs. But their capex is insane 200 billions, capex keep accumulating each year. When will they make a profit from this capex spending? It seems too much.
Posted by rahli-dati
3 Comments
Why too much?
**Every single mag7 outperformed the net profits.**
“CaPeX iS ToO HiHg” is nonsense.
How do you think US should win the AI race? With refrigerator hardware from 1995? Of course you need AI factories and infrastructure. This is how tech works. It needs computers.
Amzn’s retail business needs huge capex as well